WS #10523

From 500 msgs · 44 key-dev

No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation of the Iran conflict and the reopening of the Strait of Hormuz, with oil prices declining. No new counter-signals or non-dominant-narrative developments have emerged.

Topics

Key developments

  • Oil steadies as tankers openly transit Strait of Hormuz after peace deal; Iran confirms Oman service fees
  • Oracle SEC filing: 13% headcount reduction, $1.8B restructuring costs, capex $55.7B (+162%), FCF -$23.7B
  • IBM stock surges 4% on JPMorgan upgrade and presidential quantum support
  • Carnival Q3 adjusted EPS guidance below estimates, shares lower
  • Chainlink joins Project Pangea with 47 European and Korean banks for real-time FX settlement using stablecoins
  • Blackstone to invest $30 billion in Japan AI data centers
  • US S&P Global Manufacturing PMI beats at 55.7 (est 54.6); Services PMI 51.3; Composite 52.2
  • Tesla admits FSD was on in fatal Texas crash, blames driver for overriding